Retirement symposium
| Date/Time: | Wednesday, 06 Nov 2013 from 8:30 am to 12:30 pm |
|---|---|
| Location: | Reiman Ballroom, ISU Alumni Center |
| Cost: | Free |
| URL: | cyspace.isualum.org/rockon |
| Contact: | |
| Phone: | 515-294-3192 |
| Channel: | University |
| Categories: | Meetings, receptions |
| Actions: | Download iCal/vCal | Email Reminder |
Schedule
Personal Finances (9-10 a.m.)
Barb Wollan is an Iowa State University Extension's Family Finance Program Specialist serving nine central Iowa counties. She has an M.A. from the University of Minnesota in Family Social Science and a B.S. from North Dakota State University in Home Economics Education. She joined ISU Extension in 1995, following six years with Extension in Illinois and previous experience as a classroom teacher and a Family Development Specialist. She has expertise in personal finance.
Estate Planning (10:15-11:15 a.m.)
Donald L. Erickson, Chartered Financial Consultant, has been in the financial planning business for over 30 years, with an emphasis on Retirement Planning, Estate Planning and Investment Planning. Don has been involved with helping his clients establish well over 500 revocable trusts through the years. Currently, Don serves as a Planner for RPG Wealth Advisors, a company he established in 1986. He has also served on the Ames foundation, Story County Community Foundation and is a member of the Ames Town and Country Kiwanis.
Housing Options (11:30 a.m.-12:30 p.m.)
Peggy Whorton-Folsom is the Information & Assistance/Benefits Specialist at Aging Resources of Central Iowa. Peggy has been with Aging Resources since 2008. Peggy assists individuals with information requests, finding and securing benefits and other related tasks Prior to joining Aging Resources, Peggy worked with a variety of non-profits for over 30 years.